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D.J. St. Germain’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

D.J. St. Germain’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.89K Hold
190
– – ﹤0.01% 699
2026
Q1 		$8.84K Hold
190
– – ﹤0.01% 681
2025
Q4 		$9K Hold
190
– – ﹤0.01% 678
2025
Q3 		$9.09K Hold
190
– – ﹤0.01% 656
2025
Q2 		$9.02K Buy
+190
New +$8.82K ﹤0.01% 664

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

D.J. St. Germain's HYDB Position: Q2 2026 in Review

D.J. St. Germain held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 190 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

D.J. St. Germain first reported a position in HYDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.09K in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • D.J. St. Germain held 190 shares of iShares High Yield Systematic Bond ETF worth $8.89K as of Q2 2026.
  • D.J. St. Germain left its iShares High Yield Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #699 holding.
  • D.J. St. Germain first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • D.J. St. Germain's iShares High Yield Systematic Bond ETF position peaked at $9.09K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.